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Accounting
2. Select Create new account.
a. When prompted, select Add sub account to existing account.
b. Select the appropriate account and then select OK.
3. Select the Sub or Sub sub account name field. Type in the name and then select OK.
4. Select the Code field. Type in the code for the account and select OK.
5. If necessary, select the Description field. Type in the description for the account and select OK.
6. Ensure the status is set to Active.
7. If you want to password protect this sub or sub account, select the Password field.
Note: Account passwords must be turned on to password protect an account.
a. Type in the password and select OK.
b. Re-type the password to confirm and select OK.
8. Select OK.
9. A dialog box appears indicating the sub or sub sub account as been created.
Select Create another new account if you want to create a new top-level account.
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Select the Add another new sub account to this account if you want to create another
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sub or sub sub account for this account.
Select Add a sub sub account to this sub account if you have created a sub account
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and want to add a sub sub account to it.
Select Done twice to return to the Home screen.
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Changing the account status to inactive
When you change the account status to inactive, the account can not be selected when running mail.
Note: If users are enabled on your system, this feature is only available to users with supervisor
access rights. If you are using Business Manager accounting, this feature is available to all users.
1. Select the Manage Accounts button in the Mailing tile on the Home screen.
2. Select Edit account.
Pitney Bowes
Operator Guide
April 2022
134
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